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Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?

To: JD_Canuck who wrote (81369)	3/5/2002 4:16:59 PM
From: Bilow	Read Replies (1) \| Respond to of 93625

Hi JD_Canuck; Re: "Pat: this guy has written articles regarding RMBS position before through this newsletter." The guy who wrote that article (Dave Young) was already fully invested in Rambus before they got creamed legally: Rambus Loses Round 1 of SDRAM / DDR Legal Battle Rambus (Nasdaq:RMBS) was defeated on the legal front last week, though the firm promised an appeal. A federal court in Virginia threw out the patent case Rambus had filed against Infineon Technologies (NYSE:IFX). Rambus alleges that Infineon is infringing on Rambus’ SDRAM and DDR-SDRAM patents. The judge’s decision calls into question the state of Rambus’ agreements with DRAM manufacturers for SDRAM and DDR licensing and thus potentially weakens the firm’s revenue position. While this is not good news for Rambus, we still believe that the future DRAM market will standardize on RDRAM because it is the superior memory architecture. What the court ruling really means is that near-term royalty revenue will be significantly smaller than previously forecasted. And of course that is assuming Rambus fails in its appeal attempt and in its other SDRAM / DDR lawsuits. We think that the market has already fully discounted the stock price for this event. In our view, the long-term picture remains unchanged. For those investors holding patience as an attribute, we think that Rambus is the most compelling investment opportunity on the U.S. stock market. ... Captains Dave Young & Brian Kessens are co-authors of the New Paradigm Weekly and contributing writers for the Rule The World Newsletter. streetsideinvestor.com In other words, Dave Young was wrong, wrong, wrong about the legal case, and wrong, wrong, wrong, about RDRAM's market penetration. He's just another Rambus moron. Re: "I found him to be highly accurate, unlike the majority of sources you come across." Translation: This guy told you what you wanted to hear. The hilarious part of all this is that you're calling him accurate despite the indisputable fact that he's down 80% in his RMBS investment. If he was "accurate" why wasn't he calling for you to short RMBS? -- Carl